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LCD Shortages Leads to Surge in LCD Capex

What They Say DSCC said that the high LCD pricing and strong performance by LCD makers has meant that capex planning has been strongly boosted and the firm has upgraded its forecast for equipment spending by 55% to $20.7 billion from 2020-24. It means that overall equipment capex spending over the period will go up … Read more

DSCC Reveals 2020 Display Equipment Supplier Rankings, Early View on 2021 and Litho Shares Flip

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In DSCC’s Quarterly Display Capex and Equipment Market Share Report, we provided quarterly and annual display equipment market share results for 2020 for 70 different market segments. In addition, we also provided an early look into winners and losers for each segment in 2021 and beyond. This report allows users to see: Equipment supplier bookings … Read more

After Several Years of Growth, India’s Smartphone Market Declines in 2020, Reporting a 2% YoY Drop, Says IDC India

According to the International Data Corporation’s (IDC) Quarterly Mobile Phone Tracker, the India smartphone market exited 2020 at 150 million units, a 1.7% YoY decline, after several years of growth. Stay-at-home mandates, remote work, remote education, travel restrictions, and manufacturing shutdowns led to a sluggish H1’20 (-26% YoY decline), particularly impacting 2Q20. However, H2’20 recovered, … Read more

DSCC Forecasts Continuing TV Panel Prices

What They Say DSCC published an article about LCD pricing and believes that price rises will continue to increase in Q2 driven by limited capacity growth and shortages of glass. What We Think I’m planning an article on this topic later this week, but we thought you might appreciate the data and forecast immediately. (BR)

ISE & MWC Postponements Still under Discussion

What They Say As promised (ISE Sticks with June), the DailyDOOH held an online discussion on the topic of the planned holding of the next ISE show in June. The website reports that the show has shrunk (no surprise there) and callers highlighted the concerns of workers that might be asked to attend. Travel and … Read more

Cadmium-containing QDs are on the Chopping Block – RoHS update 2021

It’s no secret that the quantum dot industry has a love/hate relationship with the element cadmium (Cd). It is a common element used in QD technology, and QD types that utilize Cd (CdSe in particular) are by far the most studied materials. That study has led to impressive performance metrics and Cd-containing materials were the … Read more

Verdict from Appeal Court Reaffirms P1 is 100% Norxe Technology in Collaboration with Strategic Partners

Following a lawsuit by Barco NV and Barco Fredrikstad AS against Norxe AS and 10 of its employees, Fredrikstad District Court acquitted Norxe and its employees from all essential allegations in a judgement dated June 17th, 2019. The Court stated, amongst others, that: It has been clarified and acknowledged by the plaintiffs that P1 does … Read more

Check out the eGlass in today’s DD

What They Say Display Daily contributor, Len Scrogan, always highlights the educational market and usually he covers software and applications of displays. However, in today’s Display Daily, he highlights a really innovative hardware/software product that is causing a real buzz in his world of education. What We Think I’d recommend that even if you don’t … Read more

LG USA Launches 2021 Gram Laptop Computers

LG Electronics USA announced pricing and availability of the full line of 2021 LG gram laptops at LG-authorized dealers nationwide. Led by the CES® 2021 Innovation Award-winning 17-inch LG gram 17, the 2021 line features stylish new designs and productivity-boosting 16:10 aspect ratio screens ideal for both productivity and entertainment. The diverse lineup includes five … Read more

LeEco Brags about its Debt

What They Say LeEco, a name now associated in China with video streaming, changed its app icon to show that ‘it owes 12.2 billion yuan’ ($1.9 billion) in a move that is said to be an attempt to show ‘self deprecating humour’. The Caixin said that other brands had changed their logos to point out … Read more

Royole Backs Away from IPO

What They Say Caixin reports that Royole Corp and its sponsor, Citic Securities, have withdrawn their plan to go for an IPO on the Shanghai Star Market. The firm cited ‘unresolved shareholder issues’. The firm is reported to have said that its ‘three types of shareholders’ may not be compliant with a listing. What We … Read more